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2.5% or so, these companies have figured out how to make money in a slow growth environment so combined with that, 4%, 5% earnings growth, that's reasonable in the kind of environment that we're in right now. >> no great shakes in terms of earnings growth. >> no. >> but good enough is what you're saying. >> that's right. i think it's good enough. >> what's priced into the market though? i mean, we've got expectations that we'll see much higher prof materialize or what? >> you know, really i think the market, you know, the p.e. ratio, if you look at valuations as far as that metric goes, i mean, the market is not willing to take the pes very high, may inch higher, 14, 14.5 or so, by the end of next year. the market knows we're in a slow growth environment. we're not going to get strong gdp, and it's not willing to assign much of a pe to these earnings. that's going to be a continuation, but next year i think investor confidence is going to improve a little. it's really lagged in this rally, so i think we're just going to be able to inch it up enough to where we have a decent yea
is not hospitable environment. ed markey is running nomnation in liberal state. picking up green group nominations. that same day the league of conservation voters. i think more about that, than anything else. for him to be shocked people respond to tax policy is itself shocking. melissa: if you tax something, it is meant to discourage whatever behavior that is. shell responded and said while we're aware of the tax environment wherever we operate the driver for our operational decisions is going to be governed by safety. the tax policy in question i would add, by the way is that they were think of drilling on the outer continental shelf, there you would pay regular federal corporate income tax of 35%. otherwise, they were paying the alaska production tax which can be as high as 75%. i say if they were moving it for tax reasons they should just own it and get out in front of it. what is wrong with that? so you're moving it to go drill in a spot or keep it in a spot that is going to provide a better tax environment for you. this is company. isn't that what they're supposed to do? >> it is but also,
environment so attractive and really few alternatives. is it really a function of the global economy, or is it more a function of this money that needs to find a place to go and u.s. equities seems to be best looking game in town? >> well, you know, i do think it's a lill bit of the latter. when you start looking at the velocity of the money, not trying to get too into the financial jargon, but we do have an issue where people are still seeking out safe money. however, if you look at growth of bank lending, commercial bank lending, what we call a credit growth, it's above 6% right now, so we do have banking and financial organizations wanting to lend money, and as they do that, that's going to create the capital to give those fundamentals that we sort of have forgotten about, but there's no denying that when the federal reserve is printing 85 billion a month it will have an effect. keep in mind, still looking at 8%, 10%, s&p corporate earnings growth. let's not get into an argument about top line growth. >> you're talking about the fourth quarter, 8% to 10% in the fourth quarter? >>
. in the past four years we probably haven't seen a better global economic environment when it comes to chinese demand. we have a pickup now in housing, in auto sales. maybe it's a different sort of environment for alcoa this time, keith. >> and this is going to be the back and forth of earnings season. earnings are a lagging indicator. they are going to slow but growth is stabilizing globally and that's a big difference versus slowing. so, with alcoa, i agree with guy. better than bad is the point. we got to get to the financials. that's going to be the front end of earnings season which starts on friday with wells fargo. >> karen? >> alcoa is first. aa. coming up first in the book. other than that, i don't see it as a read through to much. >> harder this time around concerning we've got positive data from the automakers already and boeing is clouded with a whole other myriad of problems of its own. this is not necessarily a read through into the strength of the a a e r aerospace industry. back on december 18th, moody's put alcoa on a negative review with a positive downgrade to junk status. w
the case be made for all women in a college environment? you have been the president of such a school. >> one of the things people think is a single sex school is all women. we have some male professors. the tilt is female, but we have male professors. they are not sitting in a convent. you have other school that are close by. so, none of these children or young people are being koiserred. it's an important point to make. a lot of them think they are going to be. however, i think there are lots of benefits. there are some disadvantages. there are 4,000 plus colleges in the united states. 4,000. you have clernlg colleges for african-american. 45 women's colleges. you have one founded for jewish people, why not variety? i didn't go to a single sex school. a lot of women who are achievers didn't. some want to make that choice. they want to learn and be focused. they want to have the opportunity to learn without the distraction of young men in the room and they are being prepared to go into a world with all the tools that make them unintimidated by men. they have learned how to argument.
about it. not going to happen. >> i think we're in an environment, scott, where you can have both. kind of as joe is saying now, can you have some money coming into the equities market, that's going to boost up the equities market but there will be demand for bonds i agree. >> we have a phenomenon now known as -- people are going to hate this -- bond-like equities where you have something like a johnson & johnson with a higher yield than its own ten-year bond. there are quite a few of those, multi-national companies, not susceptible to the risk of any one geographical location. they're being treated at bonds. i don't think that stops. >> pete, the debt ceiling debate is likely to get ratcheted up. all of these things are like live to keep a bid in bonds simply because of the volatility that will bring. >> how about the bid in something like the pharmaceutical sector, the utilities and murph brought it up earlier, when you can buy protection now and get yourself into positions that you think not only will increase but a case in like a merck, i've been in merck for a while, getting a 4% d
to be an economic and political environment. that's going to be the story for 2013. >> we get a lot of people who come in who it seems to me lately there's a big divergence. there are those who are optimistic about things and think things will go well. others that say, forget it, we've seen all the gains. which camp would you put yourself in? >> i guess i'm not wholistically in either camp. it's more an optimist than a pessimist. we've seen stock correlations begin to fall a little bit. that's encouraging. it says that investors are begin to go loor fop companies that figure out how to make money in a slow growth environment. not sure what the indices will do, but i think the companies that are positioned to save other people company. i was thinking about the people who sell cnbc their coffee cups. you don't do that. somebody has figured out how to do that on large scale and make a lot of money doing it. so those kinds of companies we're going to look for. that means selectivity. that means looking in place that's we don't like from a mook row point of view such as europe. >> but from the average
. they're expensive. we're in a very cost sensitive environment still. people are losing their jobs. not just this year, all around the globe. they're saying i will not pony up, 1500 bucks, 800 bucks get it with bells and whistles you're talking about $1,000. they're not willing to do it. they haven't seen the offerings to --. lori: you could use your tablet or smartphone. >> exactly. that costs a lot less. you can buy a cheap google tablet for 199 bucks. lori: stick around we want to get your reaction to our next story here. >> great. melissa: that big company in the world, has its sights set on china. apple's tim cook says he expects to take over china as the second biggest market. company says sales in china more than doubled in 2010 and dwef ven. apple's biggest challenge in china is the smartphone market which is currently dominated by google's android system. when do you think china overtakes the u.s.? do you that is near term? does he think, next five years or is that like a 20 years? >> i don't think so. three to five years it will happen. there are still so many people who
interest rate environment, the weak dollar environment will come back and boost these battles. silver has lost even more momentum. start to look at these battles. after the debt talks are over, he thinks that everyone will go back. connell: listening to you very closely today. you got the alabama game right last night. didn't you pick alabama? sandra: i did. connell: sandra smith. thank you. dagen: and then you have a quarterback who dated a girl who went to auburn. it is a little past quarter past the hour. nicole: we are seeing at&t as one of the big laggards. at&t told more than 7 million smart phones in the fourth quarter. this is a record for them. obviously copying the prior numbers that we have seen. these telecom type companies are coming under pressure. here is a look at the broader market averages. the dow jones industrials down about 80 points right now. back to you. dagen: thank you. connell: we will talk to bret baier coming up. dagen: alabama's big moment in the spotlight. oh, the people came running on twitter. connell: joining us from vegas is nick cannon. a lot coming up.
environment, too. i work for people in a different environment than what we see going on in some of these places where mass shootings are going, to the best of my knowledge. i live in a great county. we have a great population of people. and that's not to say that something like that couldn't happen in walton county. it very easily could. but we haven't reached the point of where we have gangs and that sort of thing. >> do you think more restrictions -- more gun restrictions will reduce crimes? >> i don't think it's going to make a difference at all. >> thank you, sheriff. >> we already have some laws now that i've tried to enforce that the federal authorities -- people would lie on an atf firearms form and it was no big deal. and i didn't understand it. >> thank you, sheriff. thanks for coming in. we appreciate you coming in. we'd like to have you back. >> thank you. >>> shortly after the newtown shootings, a gun shop owner came on this show to be a part of my panel and he has seen -- i want to know if he's seen any changes since then. what are his customers saying? we're going
. >> well, i live in a different environment, too. i work for people in a different environment than what we see going on in some of these places where mass shootings are going, to the best of my knowledge. i live in a great county. we have a great population of people. and that's not to say that something like that couldn't happen in walton county. it very easily could. but we haven't reached the point of where we have gangs and that sort of thing. >> do you think more restrictions -- more gun restrictions will reduce crimes? >> i don't think it's going to make a difference at all. >> thank you, sheriff. >> we already have some laws now that i've tried to enforce that the federal authorities -- people would lie on an atf firearms form and it was no big deal. and i didn't understand it. >> thank you, sheriff. thanks for coming in. we appreciate you coming in. we'd like to have you back. >> thank you. >>> shortly after the newtown shootings, a gun shop owner came on this show to be a part of my panel and he has seen -- i want to know if he's seen any changes since then. what are his customers
an environment of better economic growth. rates might go higher. we think the immediate part of the curve is probably the safest place for the investors who are looking or think rates might be going up. then the other is you need to play the revenue space. there's a lot of high quality credits out there. but the yields are low. you're not really getting compensated. from a risk reward perspective, like health care and transportation, like housing and education offer a lot of value with not a lot of risk. >> so tell me how the fed plays into all of this, peter. there was all that noise last week about the division among fed members on how long the stimulus program should continue or will continue. if rates stay low and they don't fall any further, what's the impact of the growth in the muni bond market? how does that play into it? >> that's a great question. that's one we're talking about here as well. i think it's important to realize that the fed was only beginning to talk about having a debate or a discussion about removing that qe. so they've been anchoring on the long end of the marke
market sounds like a bull compared to that sort of an environment. >> let's talk about what harry just said though because he talked about the large umbrella-type situations that are really going to impact. demographics. >> yeah. >> the fact that the retail investor is gone. we're not going to have the same level of interest in stocks over the long term. he's expecting a big crash second half of the year. >> yeah. he's absolutely right. we've had bun buyer since 666 on the s&p in '09, the corporation itself. nobody else is in this buyer. can you imagine if somebody else does show up for a day or two? we could have a much better market. >> what's going to take us to those all-time highs, what area of the market do you want to be in to ride that wave? >> the multi-nationals. lagged the last couple of years. emerging market economies starting to do a bit better, and those companies that are geared in that direction. look, some of the u.s. companies will do fine, too. earnings are a question mark. that's -- that's part of the problem, but i think as financial and systemic risk mitigate som
they're low you're comparing them to a pristine environment that was the wilderness but the level you're finding are lower than what we would find in most cities. >> right now, well these are wilderness lakes we should say. these lakes are anywhere from 30 kilometers or sorry, 60 miles to 60 miles away from the major source. you have to fly into the lakes typically with a helicopter or something. they're not right no the oil sand operation. what is i think important to say, if you look at our most polluted site, which is about 15 miles let's say approximately from the major operation, if you look at that, that current levels would find in a city. what is different in many cities and many areas, these pollutants, specific ones we're looking at here, hydrocarbons are decreasing. what we're seeing they're increasing and if you look at predictions just from the oil sand development people themselves, they're estimating in the next 50 years they will increase 2.5 times or 150%. if you do back of the envelope calculation if nothing else changes very soon we'll be reaching levels that are qu
much money. the deposit growth here is unbelievable. but in this environment, people want net interest margin. they want the bank to make more money or more mortgages. >> some banks out there, just declined only six basis points. that's how optimistic some on wall street will be going into this quarter. the sequential decline, it's 3.56 for the fourth quarter from 3.66 in the third. as you mentioned, ten-base point decline. so that picture has been dimming a bit. total lending has increased. >> not enough to offset the incredible increase in the deposits. what did they take in over -- >> $30 billion in the quarter. >> 12% annualized. even with that rescinding of the insurance beyond 250,000, still deposit flows. yet you can't put it into productive loans or you don't want to because you worry about credit quality and we end up with contracting energy -- >> look, we're at a moment where i don't think anybody who's got a mortgage, they know they're getting a good price. the ohio regionals are going to do better. that welgs is now a sale. look, wells could go to 33. if it had been to 32,
of bubble bath with cash. john: today they would. >> it is a much different environment. >> they are more parsimonious today but he also said tell the tth because sooner or later people will find out. that is still a modern day public relations. >> 100 million people will ♪ [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of remission? ♪ whatever your business challenge, dell has the technology and services to help youolve it. john: 100 million people will die because of global warming. according to a recent study of an environmental group. for 18 years of low-cost over $100 trillion. the report got plenty of news coverage. 100 million deaths should. are we going to die? yes. probably not from global warming. bjorn lomborg worries about air pollution and global warming but says the coverage is junk science? >> it is and very harmful. it tells us 5 million people will die every year because of global warming. they fail to say it has nothing to d
environment. if the yield curve starts to stephen as we've seen in the -- to stephen as we've seen in the first weeks of 2013, that will eliminate net interest margin pressure. profitability should improve for the group. >> how much do you care about what's going on in washington over the next two months? >> i think that's important because the austerity measures being talked about in washington will slow general economic growth in the country. and as you know, that's a real driver for bank loan growth. and so if those austerity measures are too much and puts us into possibly a recession or just slower growth, that will affect the outlook for the banks. i think you're going to see that the housing market's going to continue to grow. and that's going to be a real driver to the success of the banks this year. >> okay. now in your note to clients, you say that your four best ideas -- i'll list them. walk us through why you like them. you like discover financial services, fifth third bancorp, pnc financial, and wells fargo. >> yes, when you hook at starting with the last one, wells far
into recession. it's been in a recession type environment for a while. and the only grimace of hope is that the chinese economy has been showing signs of growth and the japanese are earmarking trying to get their growth profile. it's a race to the bottom. last year, there was a lot of risk that people thought we were going to have and didn't happen and then this year, thought there would be a massive allocation out of equities. i think that shows the first quarter is not going to be a one shot off the the risk markets. >> george, thanks for joining us this morning. we appreciate that. and now let's just remind you what else is still to come. two of the biggest names in hedge funds are locking horns over herbalife. we'll tell you what you need to know, coming up. with hotwire's low prices, we can afford to take an extra trip this year. first boston... then san francisco. hotwire checks the competitions' rates every day so they can guarantee their low prices. so our hotels were half price. ♪ h-o-t-w-i-r-e... ♪ ♪ [ male announcer ] some day, your life will flash befor
talk about just the overall economic environment. they say there were a lot of challenges that the industry faced during the last year, including continued low interest rates and elevated unemployment. though, they're not necessarily saying great things about what they see in the economy or at least what they had seen over the last year. only comes in one take at a time. >> where, let me see? >> keep going. >> mine does. >> mine over here. >> i got to go pop out into the next thing during the next thing. >> no. wells forgo at this point 34.99 bid. so no longer actually trading higher on this. i don't know what the metric that came out, but two cents ahead on better than expected write now. >> all right. >> okay. >> talk to an analyst. >> we're going to talk to an analyst and get him on the phone. let's get a quick check on the markets. the dow falling -- would open about 12 points lower. nasdaq off by two points. s&p 500 virtually unchanged. overseas in asia, as we do a quick fly around you can see we do have a little bit of bad news. shanghai composite off close to 2% on
it is that they have no intention of doing, anyway. basically, we live in an environment where things are going to continue to change and businesses are going to feel money if they feel there's an end demand that justifies that. there's end demand in china, end demand globally and moderate end demand in the u.s. the reality is businesses have done relatively well for the last two or three years and will continue to. >> real quickly, herbalife later this week will be making a big presentation trying to defend itself from bill ackmann. your thoughts? >> look, i happen to feel that waging your short selling campaign on the air waves a way of dictating stock price, i am personally uncomfortable with. i think it's the wrong way to go about investing because it raises all these questions of are you making a legitimate analysis of the underlying business of the company or are you trying to shift the momentum in order to make money off the stock direction? >> you don't think that bill ackmann is going out, and then selling without us knowing? >> no, i don't believe that. i just don't think that's the
, will that maybe prevent you from being more bullish in this environment because there is still so much uncertainty? >> you know what? i think politicians are starting to realize they can't play this jousting match they have been having with the last debt ceiling, the fiscal cliff which is behind us temporarily. so i think when they come to the table with a solution, the markets are going to rally just like they have in the past. i think they're going to come up with a solution but until there is a solution, until there is something, i think we'll see some volatility. but i really think they will come to the table with a good, solid solution. it will give republicans a chance to put their foot down on some of these, on some of this public spending. and it is going to be positive for the investor. ashley: bob, let me finish with you. you like emerging markets. people say that a but which market in particular are you particularly hot on right now? >> well, actually we think china is poised to begin growing faster than expected again. pmis came out last month and they're above 50 again and i think the
of opportunity in the community banks at this moment. a very tough operating environment with net interest margin low side and saw the other mortgaged-related issues and regulatory scrutiny that as been promulgated. but with the mn t, particular attention to it. it could be another dollar of earnings potential factored into those shares of the course of 2013. pay particular attention. liz: thank you so much. he lives and breathes the stuff. the closing bell ringing in seven tents. we crossed the flat line. all green on the screen. is this the end of the pc era? to the first time in five years, they sales fell and two names attacking the heat. with stocks after the break. ♪ what are you doing? nothing. are you stling our daughter's school supplies and taking them to work? no, i was just looking for my stapler and my... this thing. i save money by using fedex ground and buy my own supplies. that's a great idea. i'm going to go... we got clients in today. [ male announcer ] save on ground shipping at fedex office. ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second sta
. it will focus on the low interest rate environment and we'll see a pop in these commodities again. is that your play? >> gold is special. i think, don't think of gold as a commodity. think of it as a currency. i think that is what the world's fourth or fifth currency, it will gain more popularity. everyone wants to deflate their currency. other commodities we need a stronger economy. could be second half play. could be somewhere out next year. i'm, i'm the equity strategist. i don't claim to be an expert on this. there is value there. we'll start with oil. i think gold is different. other commodities will come along later on. ashley: scott is the race to debase across the world really and it has been going on for some time. gold has not really responded in the rate you think it would. what do you, what is your thought on gold and where it goes from here? >> we're in really not that interested in gold right now. ashley: no? >> i think it's going to pretty much flat line from here and it's just something that moves in the rest of the year along with any political moves. same way we're cautiously
well in the current environment. you can't survive in this industry unless you continue to cut costs. we've got a great track record, frankly, over the last five years of delivering, you know, circa 100 million pounds of cost savings year on year. we intend to do that going forward. >> and joining us with more, founder and managing director at neeve capital. thanks for joining us. how tough is if for the gross? tough for morrison's. we get tesco tomorrow. >> i think it is tough and goes beyond the economy. i think what's happened is to some extent people are prioritizing spending on other things over food. you've seen so much food inflation the last two, three years that people almost prefer to spend it on treat like apple, for example, or clothing. what that actually has meant is people are discovering or rediscovering that it's cool enough to shop, and people have discovered you can get good quality stuff at really much cheaper prices. and i think in other terms, what people are doing is they're shopping on convenience. they want to go? where closer to them. they don't actually lik
year for the s&p. it'll get you to 1,550? >> we are in a mid single digit equities environment. it's not horrible as long as you're not expecting something that's, you know, that's 10%. >> look at some of these releases. i'm very impressed with the isms for services. very impressed with capital goods, factory order spending, factories isms, even the employment report showed good hours worked in income. are we underestimating the economy? forget washington, put that aside. >> are you underestimating the economy? it'll be 3% instead of 2%? >> it could be. let's put it this way. if you look, for example, at the cbo budget numbers, they are looking for this thing to get to 3%, 4%, 5%, over the next two or three years, i think those are silly numbers. could we be in the high twos? not without a question. especially if you can unlock this lack of business confidence that's out there, that to me is the most important. >> i love the fact that gold is falling almost on a daily basis. because when gold falls, people are investing in more productive assets. reminds me of the '80s and '90s. >>
and suburban environments particularly. because what we're looking at in montana is not quite the same as what we may be looking at in chicago or places around the nation. >> cynthia -- >> what do people need them for in montana? what do people need them for in montana? i grew up in alabama, in deepest, reddest alabama. my father loved hunting. i grew up with shotguns and rifles in the house. he never -- it was a rural area. he never felt the need to have an assault weapon. the deer weren't armed. so why do you need an assault weapon? i don't understand -- [ overlapping speakers ] >> i did not say assault weapon. >> why do you need one? >> i did not say an assault weapon. what i'm saying is when you're putting a solution in place we're still going to have to be mindful or the compliancy in chicago and new york city versus people in the big west. people such as residents in montana or the dakotas. we're going to have to be mindful. i'm not saying i'm defending people having assault weapons. those are weapons of war and they too often get in the hands of people that hurt folks throughout america
in this environment. they were supposed to be gamestop's salvation, instead down more than 15%. can you believe that? that seems like maybe management is -- they're not ready for this. maybe they don't have as good of a handle on things as they think. plus the new video game consoles that bulls are excited about do get released, they might include technology that makes it so only the original user could play that game. that would be something, right? beyond the ailing used game business, gamestop plans to grow the digital business, selling games over the internet, dramatically over the next couple of years. but, i don't see how they compete against more established online players. fact is, gamestop has to compete with amazon on way too many fronts. they sell the same gaming hardware and software, does digital down loads too, letting you buy and download games online, amazon's on fire here and they do it really well. and amazon makes it easy to find and buy used video games by connecting you with vendors and individuals all over the world who want to sell. you don't want to be in competition with ama
normal, if you will, in a lot of these companies given the fact that the regulatory environment is getting worse and globalization is not necessarily on their side where it was so many years ago? is this going to be the new normal? well, i don't think so. here's the question. will the politicians get it right? will we go over the cliff, another debt ceiling and if we don't we could have a very robust capital markets this year, an that's what encourages me for the big money centers. for the smaller guys starved for loan growth and margin pressures they will be buyers. the really small guys will be the sellers and you'll see a lot of m & a opportunity out here. >> jason this morning you raised estimates on three banks. you lowered estimates on nine banks. tell me what was behind that. you're expecting the quarter to be what, more negative than positive for the sector overall? how do you see it? >> fine tuning here and there with overall estimate. i think generally for the earnings for the quarter. we think about half our banks will beat expectations. half miss. if you think during
are actually behind the counter in dispensaries, and so it's a very safe, secure, highly regulated environment that we operate in. >> okay. so 18 states have now passed medical marijuana laws. 18 states, so you -- you operate -- you operate already in california. you operate in canada. you've got dispensers coming to market in arizona in a matter of weeks. >> correct. >> what when are you likely to break into the remaining states? what's the plan for growth? >> that's a very good question because we are not just about medical marijuana. our technology crosses many boundaries in the traditional pharmacy retailing business, whether it's retail pharmacies, institutional pharmacy plays, doctor offices, hospice, long-term care, so our solution really is very broad scope and has a tremendous value proposition in traditional pharmacy and in traditional health care. in terms of medical marijuana we are on a state-by-state awareness, put if in aware ney. every state sen acting its own laws and regulations so we're currently enacting the rules in recently passed state like connecticut and massachusetts.
we like wells fargo a lot. they get hurt in a low rate environment, they'll be helped a tremendous amount when short rates move up, and investors have not yet been willing to believe that the mortgage profits are sustainable. even though wells has got 30% market share of the mortgage market, which over time should be a positive. it's just they're not willing to give them full credit for it yet. >> moshe, thanks for your time. >> thanks very much. >> i did want to discuss some breaking news on morgan stanley. the company, a number of news outlets reporting job cuts coming there. we can confirm and clarify some of those reports. morgan stanley sources close to the company indicating they will cut about 6% of its overall institutional securities, and infrastructure staff. those cuts will total 1,600 jobs, half would be international, half will be domestic. again, 6% of securities and infrastructure. now, putting that in perspective, the company has 57,000 total employees. some have reported 6% overall, that is not correct. again, if you do the math, it would be 1,600 total. they've be
. that's the bleed air. and that bleed air usually does everything from controlling the environment within the cabin, the heating and the cooling, onboard electronics. what makes the dreamliner so different, so unique, is the amount of innovation that's gone in to using these lithium ion batteries in order to run the electronics on the plane. well, part of the problem here is, you're taking an amount of electricity that is coming off of these generators, in a very confined and small space, andrew, i mean this would be different if you were in the middle of a power plant. you'd say no problem. companies do this all the time. now you're trying to do this inside of an airplane. we should point out, this has gone through certification at the faa, repeated testing. it's not like they're just throwing these planes up there and there hasn't been any kind of safety checks. they went through extensive tests. if the issue now is was there, and this is something i think we're going to hear about in the next couple of days, is there a specific, perhaps malfunction with some of the electronics a
risk than upside. but clearly, munis, especially in the increased tax environment, still attractive as are some high-yield, some floating rate including some private debt alternative investments to provide some current yield while we continue to sort of muddle along during this first quarter or so in the volatility. hover orr all right, jack, i know you have a lot of etf picks which you often share with us. what is your investment philosophy, strategy in terms of specifics right now? >> sure. i can't disagree with david. i think a lot of those themes, you know, pretty much filter through to what we're doing. but we do think that the emerging markets, you know, trading at a 25% discount to the s&p 500 offer a little bit of insulation in the event that we start our austerity program this year, europe continues their austerity program. yes, there is a little stimulus in japan, but overall i would like to invest in an economy that has, you know, a 6% overnight interest rate that can go lower if they need to. they're running budget surpluses, they've got currency reserves, they can throw
and restaurants to suit every taste and nationality. >> part of the concept was to create an environment, when people came in, they didn't feel like they were in a hospital. >> what's wrong with-- i mean, this is a hospital. what's wrong with looking like a hospital? >> 'cause nobody really wants to go to a hospital. >> would you go back? >> oh, i'm going back this fall, yeah. >> why? >> i'm going back to see my doctor and have a checkup again. > he'll have to take a 22-hour flight. but there's even an upside to that. is it true that i can pay for a checkup with frequent flyer miles? >> well, we do have a very unique relationship with thai airways. so you can buy a ticket, you can use frequent flyer mileage to get your check-up. >> whatever it takes to get your business. >> and this is not the only hospital trying to outsource healthcare, is it? >> oh, my goodness, no. [chuckles] yes, we certainly have not gone unnoticed. there are hospitals throughout asia, throughout india. >> up next, india competes for the market in foreign patients. >> that's the ambition, that india should become the wor
environment? plus, by the way, companies have done a great job of getting costs. >> well, i think staying at the elevated level is going to be a tough school. i think margins have to come down to get marginal growth higher. i like the durable goods, the factory orders. they're going to have to take a bitter pill with margins coming down, whether they buy something or whether they reinvest in their business, they're going to have to take a short-term margin hit to buy that top line growth. and so that is the only way we're going to get real earn eggs growth. >> ron, i want to go through some yck picks, which some people may not deem on be the most sexy around. kello kelloggs, man tech, microsoft, ge, progressive insurance, you can take any one of those or a couple of them. talk to me. why do you like them? let's take progressive as an example. everyone sees the advertisements on television. this snapshot product has required a two to three-year reinvestment of funds in the company. now they'll be able to get this snapshot over the next few years. they have deliberately slowed business to s
.5%? >> yeah. it's certainly a good return, low interest rate environment. i like to think of it as a fair return for honest work. not the best return out of the equity market in past years but a good return coming from some earnings growth and pe expansion and a 2.5% dividend return. >> from an economy that continues to improve. >> it is improving. first half i think weighed upon by all of this fiscal shenanigans going on and second half should be better and the fed will step back but they're super easy. equities should benefit. >> i want to listen to a sound bite, david, that there was on "squawk box." here's what he said about his expectations for earnings. >> earnings of s&p 500 are going to be down this year. >> down year over year? >> down year over year. i think below 100. >> below 100. >> maybe 95. i think the market will have a swoon here, ending the year pretty flat. >> what is he missing? >> we are forecasting $108 of earnings for 2013. >> big difference. >> big difference. i respect byron's opinion. we don't expect a recession and what needs to be said is, hey, s&p showed terri
and also the competitive environment. obviously a lot of phones coming out at ces and across the spectrum. but let's be clear. a lot of work hard for nokia. 0% gain is not necessarily the start of a turnaround per se at this company. >> and morgan stanley, if you're thinking about buy microsoft, windows 8 disappointing. i do like to -- a lot of people call in on mad money, they want to talk about low dollar stocks. clearwire. nokia. supervalu, all big wins. typically speculation -- speculation is really bad, we have to be involved with pfizer, you know, you should be in merck. the percentage wins here are staggering and a lot of people hit it big. by the way, sirius worked out, too. >> at the same time when you have a low priced stock like that, there is a great deal of risk and i know you point that out many times. i won't enmention many of these until they pierce that $3 level. >> but i was skeptical and this is one of those rare times where skepticism for supervalu, skepticism for clearwire because it was at a dollar not take long ago and it turns out they're a very valuable company. >
.com last month and here is the representative cynthia chase collins, what we can do is make the environment here so welcoming, some may not come and some may leave. one way to pass measures that restrict freedom that they think they will find her. another is it to shine the bright light of publicity on who they are and why they are coming. and lay it on the specifics though? >> as a matter of fact there hasn't been much since this. she served two terms in the house in new hampshire, and this is a relatively obscure legislator who got off to a very progressive, left wing blog and made these comments. look, one of the things to realize is the state of new hampshire has 400 members of the house and they see it's the largest deliberative body and free tolls mileage to the state capital. it's truly a citizen's legislature. for the most part most of the representatives serve the people of the granite state very well. every once in a while, you get what you pay for. in this case, i think maybe the voters of new hampshire wan to take perhaps another look at representative chase's intolerance, which
that schools are structured environment and frankly, little girl's behavior, a willingness to sit still, pay attention, not necessarily to talk and get up and run around the room is more conducive to a classroom setting. what we've done, trying to turn little boys into different forms of little girls and a lot has to do with the way that schools are structured. you take a six-year-old and sit him in a chair and expect that they're going to stay there. it isn't natural, frankly, it isn't natural for a lot of little girls, it's more for the convenience of teachers than it is accommodating to the child's needs. >> that's truly right. little boys are savages, i don't mean that in-- it's just true. >> we can't change it, but thr he' lovable and grow up to warm, wonderful human beings when they get a little older. >> tucker: amen. on that hopeful note. coming up, get an instant mood boost from botox. true, that story coming up and women all around put it on every day, but one woman gave herself a no makeup challenge for a year, claims it made her more beautiful. is this a good lesson in vanity for
in our urban environments and yes, under these circumstances where somebody goes in and shoots up a movie theater or shoots up a school. let's take the steps that make the most sense today. i had a great conversation yesterday with vice president biden. and i know he is preparing his recommendations to the president. and i don't want to get into the details of the discussion, but he's got this down pretty well. he understands what we need to do to make it less likely that these things are going to happen in our cities and towns and these mass murders could be limited at least going into the future if some common-sense things are taken. the magazine thing is very big. >> wes. >> and it seems like a large part of the issue as well is there are actually laws that are sitting on the becomes, laws that are supposed to be enforced by atf and federal authorities that they have not had the capacity to be able to enforce. where does that fall into the larger conversation as well, and what can states and municipalities do to actually enforce what's there right now, but we have been woefully insuffi
parts of the world. as far as the current environment, it's a good place for them to we, focused on the u.s. even though our growth is not exceptional, it's still solid and better than other markets to be in. >> looking towards next week, morgan stanley, goldman sachs, bank of america out on thursday. what sort of growth rates are we going to see for these guys? how easy is the -- first of all, are they going the be flatted by easy xait comparisons? >> they're going to be very flattered by easy pairsons. there were a lot of eva chavrnlgs where the value of their bonds decreased. so they hurt a lot of their bonds. but sequentially from last quarter, it's not a large growth. 6/it's going to make them look a little better. >> what is going to be the key report for you or the key thing to focus on? >> as far as wells fargo, i would say what they have to say about the housing market. is it going to continue to be overheated? is it going to improve? this is something that affects not only the banks, but other parts of the economy, as well. we've seen in the consumer discretionary secto
there are things the government can do which will improve the environment for expansion. what was interesting is that cfos are relatively happy with monetary policy. >> they tell us credit is lower than it has been focus five years. but the concerns seem to be around things like infrastructure, energy policy and immigration and in particular, the general level of regulation. so what cfos are saying to us is what worries them are things more around the microsooidz side of the economy. >> business hasn't really come up with a view for that, hasn't it? >> we'll see what comes out of that. >> thank you for joining us. if you have any thoughts or comments, please e-mail us, >>> we're getting more details on japan's xlumtry budget. kitadai-san, hello. >> hello, ross. the government has compiled an outstanding for fiscal 2012 valued at more than $14 billion. the new liberal democratic led government plans to spend a large portion of the funds on public projects. the budget will focus on targets to introduce resistant construction standards at schools and hospitals, plus provide f
environment. there are still plenty of people who think the debt ceiling issues could be a debacle. february 15th, a little earlier than expected, a lot of people floating ideas that moody's might downgrade the u.s. debt sometime this quarter, if there's no grand bargain that ever appears, and that looks increasingly unlikely. i'm in the camp that the risk is to the down side on the stock market right now. earnings today, as you just mentioned here, look, the question has been whether or not putry was the trough in earnings that things would get better from here. it's going to be modest improvement. q4 isn't looking that great. we're only looking at roughly 3% improvement in earnings. that's not great. top line growth has been nonexistent throughout last year. q3 top line growth was zero. zero. we haven't seen that in a long time. you want to know how weird that is? the ten-year eenaverage is 7%. maybe it will be 3%. that's the hope. it's coming down as we're going in. so we may be at a trough in the third quarter, but the fourth quarter certainly isn't going to be gangbusters right now here
'll see lyric can also give you exceptionally clear, natural sound in quiet and noisy environments because of how it works with your ear's own anatomy. (testimonial section) (testimonial section) (testimonial section) (testimonial section) (testimonial section) did you know, 94% of people who use lyric would recommend lyric to a friend or loved one. can your hearing aid do all this? lyric can. to learn more about lyric's advanced technology, call or visit for a risk--free 30--day trial offer. you'll also get a free informational dvd and brochure. why wait? hear today what a little lyric can do for you. get the hearing aid that can. lyric from phonak. lyric can. charles: your losing holly discussions with other rankers and you are still occupying that ivory tower. stuart: because you gave megan kelly a shark on the air live -- >> they la public good. stuart: dr. siegel is convinced i am making the wrong decision by not caving and having a flu shot. you can watch more connell:. we start at 9:20 sharp. j.c. penney loser, why? >> the s&p 500 down 5%. the reason is no sales anymore
car, try to save gas and help the environment and they'll still tax you. you really can't make this stuff up. we'll deal with it next and look at this quote. [ male announcer ] at scottrade, we believe the more you know, the better you trade. so we have ongoing webinars and interactive learning, plus, in-branch seminars at over 500 locations, where our dedicated support teams help you know more so your money can do more. [ rodger ] at scottrade, seven dollar trades are just the start. our teams have the information you want when you need it. it's anothereason more investors are saying... [ all ] i'm with scottrade. nothing. are you stealing our daughter's school supplies and taking them to work? no, i was just looking for my stapler and my... this thing. i save money by using fedex ground and buy my own supplies. that's a great idea. i'm going to go... we got clients in today. [ male announcer ] save on ground shipping at fedex office. [ male announcer ] save on ground shipping you know it can be hard to lbreathe, and how that feels.e, copd includes chronic bronchitis and emphy
prizes, al gore got a nobel peace prize for the environment because he opposed george bush. i mean, you win these prizes for political reasons not for actually be the recipient of a valid prize. >> that's true, but in a case like this, people's reactions are going to be huh? say what? >> there you go. >> make it somebody that people don't have mouths agape when you declare who it is. stuart: we wanted charles to have opinion on this, charles payne, he was supposed to be here. where is he, any idea where charles is? ah, he was on the fox news channel, wait a second. do i hear the man? yes, charles, enter. charles: can i come in. >> yea, welcome. stuart: you've got a mic on. charles: i do a have mic on. stuart: 20 seconds to tell me your opinion of bill clinton father of the year. charles: i don't like the awards going to the big name guys. there's fathers out there working two jobs, going to school, struggling. tired of these guys, celebrity culture we live in, got to be bill clinton one year, and bloomberg the next year, forget about it, i don't want to hear about these guys. i want the
., their compensation structure is too high in the current environment. just like everything else in life, the price of stuff goes down, the price of banking services, we know we're trading stocks now for three or four bucks online. the pay structure has completely evolved to the point where these banks are realizing, it's not sustainable. and they're getting smaller. and i know there's -- listen, not a lot of sympathy out there for wall street or the pay or whatever. but these are also men and women losing their jobs. and i'll tell you what is risky is new york city, guys. don't forget that right now one in every five tax dollars for new york city comes from the financial services community. so while there will be -- listen, a lot of people will be like, well, they've been overpaid for years, whatever. the point is, this could take a hit on new york city, it's not like you're going to eliminate a banker's job and replace that with another job that makes a couple hundred thousand a year. so watch new york city. i'm sure they're not real happy about this, as well. the banks are simply too big, guys.
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